August 2025 Feature Enhancements

Last month’s product updates focused on improving plan visibility, streamlining workflows, and enhancing the Attainment experience. Key highlights include:

• Guided Step for Mapping Plan Assignees: Admins are now automatically directed to the “Map plan assignees” step if it hasn’t been completed when creating plans with roll-up components.
• Separate Time Period Selections on Attainment Chart: Independently select time periods for attainment and quota on the Attainment Over Time chart, offering clearer comparisons.
• Updated Plan Filter Sorting: Plans are now sorted alphabetically by name (instead of by creation date), and components appear in the same order as they do on the Plan Details page.
• Collapsible Folders by Default: To simplify the view across grouped components, folders are now collapsed by default on the Earnings and Attainment pages.
• Linked Earnings from Approvals: While reviewing approvals, you can now click the hyperlinked earnings total to jump directly to the Earnings page for more detailed insight